Tuesday, April 23, 2024

Tag: pro bono

Case Study – Powerful Client Letter

This letter was sent to the adviser by the mother of a 27 year old man, diagnosed with cancer. It demonstrates the value that...

Case Study – Pro Bono Advice

In this claims case study, the adviser shares how he offered his services pro bono to a family dealing with cancer. At a glance Submitted by:...

Case Study – Any Occupation TPD

In this claims case study, the adviser tells how she stepped in to help the client receive the TPD benefit they were entitled to...

Case Study – Adviser Comes to Rescue of Breast Cancer Sufferer

This case study details the pro bono work of Western Australian adviser, Rebecca Newton, who won the pro bono category Award in Financial Wisdom’s...